LWM
Lakeridge Wealth Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Hold |
13,926
| – | – | 0.29% | 66 |
|
|
2025
Q1 | $587K | Hold |
13,926
| – | – | 0.29% | 67 |
|
|
2024
Q4 | $595K | Sell |
13,926
-315
| -2% | -$13.4K | 0.31% | 69 |
|
|
2024
Q3 | $594K | Hold |
14,241
| – | – | 0.33% | 68 |
|
|
2024
Q2 | $574K | Hold |
14,241
| – | – | 0.35% | 60 |
|
|
2024
Q1 | $557K | Sell |
14,241
-540
| -4% | -$21.1K | 0.36% | 57 |
|
|
2023
Q4 | $554K | Buy |
+14,781
| New | +$554K | 0.4% | 50 |
|